Main Responsibilities:
- Attending client meetings
- Protect, secure and grow clients’ wealth by providing independent, expert offshore financial advice, retirement planning, estate planning and tax planning
- Assessing client needs by conducting in-depth financial needs analysis
- Executing highly customized solutions to meet client’s financial needs
- Regular servicing of clients
- Sourcing prospective clients and referrals
- Meeting activity and sales targets
- Reviewing and responding to clients' changing needs and financial circumstances
Character & Personality Traits for this Role:
- Confident
- Knowledgeable
- Professional individuals who possess a high level of communication
- Resilient
- Undeniable work ethic
- High level of professionalism and confidentiality
- Self-managed
Technical Skills:
- Advanced communication (English business language)
- Analytical thinking
- Achievement orientation
- Enterprising potential
- Numeracy skills
- Adaptability
- Stress tolerance
Qualifications Required For Role:
- Grade 12 (Matric)
- Wealth Management or equivalent qualification (min 120 credits NQF 8)
- Certified Financial Planner (CFP)
- 3 - 5 years of wealth management experience
- Understanding of the financial planning process
- High level of technical knowledge
- Excellent computer skills
- Information gathering and monitoring
- Able to relate and interact with all levels of clients and advisors
- Attention to detail & Analytical
- Excellent organizational & Time management skills
- Goal & Achievement Orientated
- High stress tolerance
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